Financial Analytics Dashboards for Executives

Meet Prism

Financial Metric Layer

Service

Context matters. Defining what gets measured, and ultimately managed, is unique to each company. These are your metrics.
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Metric definitions can be scattered across an organization, buried in Excel workbooks and ERP-generated reports. These definitions are often altered, misconstrued, or erroneously applied to performance with reckless abandon. Keeping a competitive edge requires continuously monitoring performance. Prism, Overlay’s financial metric layer, is designed to allow you to define what matters most.
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Prism crystalizes your business metrics across your organization from anywhere, at anytime. As your business evolves over time, your metrics and definitions can too. Unleash the potential of the data collected by your ERP by overlaying Prism.

Apply context to your data

Your ERP doesn’t know what it’s been missing

Consolidate your organization’s key metric definitions

Push past the reporting limitations of your systems

Apply required context to power better decision-making

Setting up Prism

First, implementation.

In no time, you’ll have a fully functioning deployment of your defined metrics to feed directly into your reporting views.

GATHER Requirements

We'll compile your business scope to determine financial & reporting requirements.

Draw connections

Next, we verify connections and completeness of data from all requisite systems.

Map your data

New tables are contextualized via your defined metrics. Reporting views are produced.

Deploy

You're now ready for automatic deployment of data across all systems in use.

Then, automation.

Prism provides automatic, recurring data extraction and transformation for your reporting needs.

Apply context to your data

Extract

We pull your data into secure data warehouses

Transform

We transform your data into reporting-ready data models.

Define

Your new ORS tables are then contextualized based on your defined metrics and definitions to produce the reporting views

Finally, visualization.

Once Prism has been implemented, you can use our application Pulse, or any BI tool at your disposal to visualize your new metrics.

See How it Works

Executive Data Visualization tool

You shouldn’t need to be a CPA to understand simple financial reporting. Stop receiving opaque analysis directly out of your teams BI tools. All relevant financial performance metrics and analysis should live in a single, easy to use, trusted location.

You can now monitor business performance anywhere, anytime from Pulse. Your single source of truth. Pulse provides your team the right level of intellegence to make the informed decisions.

Pulse comes with 15+ expertly curated enhanced financial dashboards and reports that leverages our Metric layer and your unique definitions to give you a head start on your reporting needs. With custom dashboards and reports, Pulse can give you exactly what you’re team is missing. Stop going to more than one place to get the intelligence that drives your needs.

Executive Reporting with Pulse

Executive Data Visualization tool

You shouldn’t need to be a CPA to understand simple financial reporting. Stop receiving opaque analysis directly out of BI tools. All financial performance metrics and analyses should live in a single, easy-to-use, trusted location.

Now, you can monitor business performance anywhere, anytime. Pulse provides your team with a single source of truth (and the right permissions) to make informed decisions.

Pulse comes with 15+ expertly curated enhanced financial dashboards and reports that leverage our metric layer and your unique definitions to give you a head start on reporting needs. With custom dashboards and reports, Pulse supplies exactly what your team is missing. No need to visit multiple places to get the intel that drives your needs.

Dashboards

Understand trends in your business through enhanced financial reporting dashboards. The days of guesswork are behind you when you have a clear view into the past to inform your overall corporate strategy.

Reports

Gain access to automated compliance reporting so you can focus on the levers in your business, and not on building and disseminating reports.

Custom

Measure and monitor the metrics that dictate financial performance through our integrated suite of custom reporting. Understand the changes in your operations that align to your strategic vision.

Executive Summary

The high-level quick insights you need, all in one spot. Monitor trends in revenue, profitability, liquidity, and cash conversion at a glance.

Revenue
Profitability
Liquidity
Cash Conversion

Budget to Actual

Financial performance and position are relative. Without a benchmark, what do we really know? Monitoring your performance against budgets is easier than it’s ever been.

Evaluate your entire P&L and Balance Sheet against Budget
Build out new forecasts and trend against actual performance
Layer in scenarios to perform what-if analysis

Income Statement

An income statement with the bells and whistles you need to manage your business. With static KPIs and quick access to eighteen metrics and trendlines, understanding financial performance over time has never been easier.

i.e. LTM EBITDA
Gross Margin %
Interest Coverage
Operating Margin etc.

Full Dashboard List

Executive Summary
Budget to Actual
Income Statement Analysis
Revenue
Gross Margin
SG&A
Balance Sheet Analysis
Net Working Capital
Accounts Receivable
Accounts Payable
Inventory
Cash Flow

More features

Permissions

Ensure only the right people can access the information they need with individual and group-level security permissions.

Date Filtering

Breakdown comparative performance with flexible date filtering to allow you to isolate the exact periods you need.

Exporting

Functional export capabilities to push dashboards and reports into multiple formats. For example, CSV, XLSX, JPEG, and more.

Dimension Filtering

Isolate metrics by location, region, entity, or any other dimension.

See through your ERP.

Meet Prism

Your ERP doesn’t know what it’s been missing

Consolidate your organization’s key metric definitions

Push past the reporting limitations of your systems

Apply required context to power better decision-making

Setting up Prism

First, implementation.

Then, automation.

Finally, visualization.

Executive Reporting with Pulse

Executive Reporting with Pulse

Dashboards

Reports

Custom

More features

Our team will standardize your data and make it easily accessible so you can keep a finger on the pulse of your business from anywhere, at anytime.